Alkami TechnologyALKT
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 228 institutions reported holding Alkami Technology Inc. (ALKT) in their 13F filings, up 6 from Q3 2025. 34 opened new positions and 34 sold out. The largest holders were General Atlantic, L.P. ($276.6M), Vanguard Group Inc. ($194.1M) and BlackRock, Inc. ($131.0M). 4 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alkami Technology Inc.
- CUSIP
- 01644J108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $95.1M |
| Exits | 34 | $196.0M |
All 13F filers, Q3 2025 → Q4 2025: 17,055,913 shares bought and 15,640,671 shares sold, net +1,415,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 228 holders
| General Atlantic, L.P. | 9.63% | No change | 11,991,480 | $276.6M |
| Vanguard Group Inc. | 0.00% | Add +5.7% | 8,414,419 | $194.1M |
| BlackRock, Inc. | 0.00% | Add +3.0% | 5,677,226 | $131.0M |
| JANA Partners Management, LP | 5.88% | Add +158.7% | 4,894,665 | $112.9M |
| Westfield Capital Management Co. LP | 0.40% | Add +33.1% | 4,118,355 | $95.0M |
| Janus Henderson Group PLC | 0.03% | Add +40.3% | 3,208,436 | $74.0M |
| Long Path Partners LP | 24.78% | Add +22.3% | 3,141,115 | $72.5M |
| Baron Capital (BAMCO) | 0.19% | Add +24.6% | 2,983,065 | $68.8M |
| ArrowMark Colorado Holdings LLC | 1.33% | Reduce -32.6% | 2,611,863 | $60.3M |
| Alliancebernstein L.P. | 0.02% | Reduce -34.4% | 2,413,167 | $55.7M |
| Praesidium Investment Management Company, LLC | 9.77% | Add +13.4% | 2,287,096 | $52.8M |
| Irenic Capital Management LP | 6.72% | New | 2,106,448 | $48.6M |
| North Reef Capital Management LP | 1.95% | Add +1545.7% | 2,100,000 | $48.4M |
| Champlain Investment Partners, LLC | 0.46% | Reduce -34.6% | 1,984,261 | $45.8M |
| Franklin Resources Inc. | 0.01% | Reduce -1.1% | 1,903,047 | $43.9M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +13.8% | 1,894,274 | $43.7M |
| State Street Corp. | 0.00% | Add +5.6% | 1,857,778 | $42.9M |
| Geode Capital Management, LLC | 0.00% | Add +0.9% | 1,813,611 | $41.8M |
| Riverbridge Partners LLC | 0.77% | Reduce -20.7% | 1,785,098 | $41.2M |
| Morgan Stanley | 0.00% | Add +43.5% | 1,739,146 | $40.1M |
| Chicago Capital, LLC | 0.97% | Add +25.6% | 1,701,532 | $39.3M |
| Massachusetts Financial Services Co. | 0.01% | Add +1.0% | 1,570,754 | $36.2M |
| Wasatch Advisors LP | 0.19% | Reduce -24.9% | 1,413,011 | $32.6M |
| UBS Group AG | 0.01% | Add +21.8% | 1,351,250 | $31.2M |
| FMR LLC | 0.00% | Add +0.2% | 1,260,597 | $29.1M |
| Algebris (uk) Ltd. | 2.29% | Add +140.6% | 1,233,546 | $28.5M |
| Cadian Capital Management, LP | 1.95% | New | 1,169,000 | $27.0M |
| GW&K Investment Management, LLC | 0.23% | Add +27.7% | 1,168,864 | $27.0M |
| Bank of America Corp. | 0.00% | Add +65.1% | 1,071,293 | $24.7M |
| Royal Bank of Canada | 0.00% | Reduce -20.9% | 1,052,899 | $24.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.1% | 943,077 | $21.8M |
| Select Equity Group, L.P. | 0.10% | Add +3.9% | 892,343 | $20.6M |
| Northern Trust Corp. | 0.00% | Reduce -5.8% | 695,479 | $16.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.5% | 660,581 | $15.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.4% | 635,827 | $14.7M |
| HERALD INVESTMENT MANAGEMENT Ltd | 1.51% | Add +25.0% | 500,000 | $11.5M |
| Millennium Management | 0.01% | Add +22.1% | 473,758 | $10.9M |
| Bank of New York Mellon Corp | 0.00% | Add +2.3% | 420,711 | $9.7M |
| Deutsche Bank AG | 0.00% | Add +0.4% | 384,033 | $8.9M |
| Silvercrest Asset Management Group LLC | 0.06% | No change | 356,610 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.6% | 312,770 | $7.2M |
| Nicholas Company, Inc. | 0.13% | Add +11.2% | 312,297 | $7.2M |
| Nomura Holdings Inc. | 0.02% | Reduce -1.6% | 309,348 | $7.1M |
| Congress Asset Management Co. | 0.05% | Reduce -7.7% | 291,569 | $6.7M |
| Hodges Capital Management Inc. | 0.56% | Add +2.7% | 281,328 | $6.5M |
| Granahan Investment Management, LLC | 0.26% | Reduce -1.8% | 265,266 | $6.1M |
| Renaissance Group LLC | 0.24% | Reduce -20.8% | 259,524 | $6.0M |
| Sovereign's Capital Management, LLC | 3.26% | Add +27.1% | 233,263 | $5.4M |
| Susquehanna Fundamental Investments, LLC | 0.18% | New | 224,904 | $5.2M |
| Citigroup Inc. | 0.00% | Reduce -15.5% | 223,641 | $5.2M |
| SG Americas Securities, LLC | 0.01% | Add +735.1% | 213,979 | $4.9M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -6.8% | 198,974 | $4.6M |
| Citadel Advisors | 0.00% | Reduce -45.5% | 187,348 | $4.3M |
| Marshall Wace, LLP | 0.00% | New | 172,553 | $4.0M |
| BNP Paribas Financial Markets | 0.00% | Add +1062.4% | 171,950 | $4.0M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -30.6% | 168,705 | $3.9M |
| Cibc World Market Inc. | 0.01% | Reduce -1.1% | 165,150 | $3.8M |
| Sei Investments Co. | 0.00% | Reduce -34.7% | 163,747 | $3.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -34.5% | 161,281 | $3.7M |
| George Kaiser Family Foundation | 0.48% | No change | 154,678 | $3.6M |
| Nuveen, LLC | 0.00% | Reduce -51.4% | 146,544 | $3.4M |
| Swiss National Bank | 0.00% | Add +2.9% | 143,800 | $3.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +18803.7% | 134,405 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.5% | 131,059 | $3.0M |
| Advisory Research Inc. | 0.38% | Reduce -5.5% | 129,656 | $3.0M |
| Penbrook Management LLC | 2.03% | Add +2.9% | 127,685 | $2.9M |
| Bullseye Asset Management LLC | 1.50% | Add +0.0% | 120,390 | $2.8M |
| Taylor Frigon Capital Management LLC | 1.38% | Reduce -1.2% | 118,475 | $2.7M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -18.7% | 117,731 | $2.7M |
| Barclays PLC | 0.00% | Add +6.4% | 107,487 | $2.5M |
| Captrust Financial Advisors | 0.00% | Add +3.3% | 100,395 | $2.3M |
| Royce & Associates LP | 0.02% | No change | 100,156 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -3.0% | 90,798 | $2.1M |
| Rhumbline Advisers | 0.00% | Reduce -10.6% | 89,842 | $2.1M |
| ExodusPoint Capital Management, LP | 0.02% | New | 85,403 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -14.3% | 81,627 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -8.8% | 79,871 | $1.8M |
| Legal & General Group Plc | 0.00% | Reduce -6.9% | 79,188 | $1.8M |
| DDD Partners, LLC | 0.11% | New | 76,212 | $1.8M |
| AQR Capital Management | 0.00% | Add +116.4% | 75,635 | $1.7M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -0.6% | 73,249 | $1.7M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 69,913 | $1.6M |
| Invesco Ltd. | 0.00% | Add +5.3% | 69,542 | $1.6M |
| Zions Bancorporation, National Association | 0.07% | Reduce -11.7% | 69,333 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -93.8% | 68,662 | $1.6M |
| California State Teachers Retirement System | 0.00% | Reduce -0.0% | 68,550 | $1.6M |
| Harbor Capital Advisors, Inc. | 0.12% | Add +20.9% | 68,148 | $1.6M |
| Balyasny Asset Management L.P. | 0.00% | New | 62,816 | $1.4M |
| Lavelle Capital LP | 0.87% | — | 59,741 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -2.7% | 59,565 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +2.0% | 58,232 | $1.3M |
| Dark Forest Capital Management LP | 0.06% | Reduce -48.7% | 53,863 | $1.2M |
| Bessemer Group Inc. | 0.00% | Add +2.5% | 53,410 | $1.2M |
| Tectonic Advisors LLC | 0.06% | Add +3.7% | 52,416 | $1.2M |
| Crescent Grove Advisors, LLC | 0.11% | New | 50,000 | $1.2M |
| Lee Financial Co | 0.16% | No change | 49,900 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -83.7% | 49,314 | $1.1M |
| Wealth Enhancement Trust Services, Inc. | 0.14% | — | 46,310 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -30.4% | 43,976 | $1.0M |
| Diversified Trust Co. | 0.02% | Add +21.0% | 41,117 | $949K |
"% of holder's portfolio" is ALKT's weight in each manager's 13F, not the share of Alkami Technology Inc. the manager owns.